Battleines are drawn between the main AI laboratories and the popular applications that rely on them.
This week, both anthropic and OpenAI have shot two leading AI applications: Windsurf, one of the most popular climate and granola coding tools, a buzzing AI application to take notes.
“With less than five days of termination, Anthropic decided to cut off almost all our ability of the first for all Claude 3.x models, CEO Windsurf Varun Mohan wrote on x This week, noting that “we wanted to pay them for full capacity.” Additional Statement on the Windsurf website He said: “We are afraid that Anthropik’s behavior will hurt many in the industry, not just Windsurf.”
Here, Mohana is a side damage in the Anthropic competition of Opeli, which apparently talked about taking over Windsurf for about $ 3 billion. The contract was not confirmed, but even the specter was sufficient for the Anthropian to cut off one of the most popular applications it powers. After the spokesperson he said TechCrunch Maxwell Zeff This anthropic “prioritized ability to balance partnerships”, co -founder Jared Kaplan Arrange it more straight.
“We really try to allow our clients who will cooperate with us in the future,” Kaplan said Zeff. “I think it would be strange to sell Claude to Openai.”
Meanwhile, Opeli sent its own warning shots to the beginner AI ecosystem this week. He announced the “record mode” for ChatgPT – initially only for the company’s accounts – which transcribes calls and generates notes from the meeting. This is the basic case of the use of granas, one of my favorite AI tools that He recently raised $ 43 million In additional finances and issuing a mobile application.
Considering how quickly the muesla has evolved make more I suspect that than a summary of meetings, I suspect that the company is not threatened with extinction. Despite this, it will be more difficult to develop when hundreds of millions of ChatgPT users ultimately have access to their main functionality.
It is not clear how the tension between OpenAI and anthropic ambitions and the needs of API clients will calm down. When I interviewed the Anthropic product director, Mike KriegerIn March, the company just announced its own competitor coding Claude in Windsurf and Cursor, who accidentally collected $ 900 million This week. I asked Krieger an obvious question: how does anthropic think about competing with API clients? He really had no answer.
“I think this is a really dainty question for all laboratories and one I try to close a lot to,” Krieger told me then. “We hope that we will all be able to move after sometimes closer to admissions.”
You have an investor In Kukoff Place it Well, this week: “At some point, models suppliers will have to decide whether they want to be stable platforms or compete for every pawn.”
Ultimately, this week served as awakening many startups building companies on the back of AI models; If you achieve sufficient success, you risk copying the model by the supplier. Many companies are now thinking about this risk, especially as Opeli builds a recent team To lend a hand API clients “translate abstract ideas for production applications”.
“You must wonder if the last Gigantic Ai Labs movements to compete directly with the application layer will be one gigantic wind for sipping, such as Google, Amazon, Msft, etc.” Michael MignanoMember of the Board of Granola, he wrote this week. “If programmers can’t trust laboratories, maybe they can trust gigantic guys like for Cloud?”
Another approach to artificial intelligence and loss of work
This week I heard two presidents denies growing fear that artificial intelligence destroys workplaces massively, at least when it comes to engineering roles.
The first was Sundar Pichaiwhom I watched a speech at the Bloomberg technology conference in San Francisco. Made Dario Amodei’s The fear of losing work is destroyed, correctly indicating that “we have made such forecasts for the last 20 years about technology and automation, and this has not fully played.” He went so far that he said: “I expect that we will grow out of our current engineering base until next year,” because AI “allows us to do more.”
The next day I went to Moscone Center to see the CEO of Snowflake Sridhar ramaswamywho just talked to the room of 4,000 programmers from AI Pioneer Andrew NG. I asked Ramaswamy if AI changed his employment plans, and said that he agreed with the ranking of employment desire for engineers, which NG just described on stage, with the best experienced engineers who use AI tools, and then engineers of early career who are entirely in AI. He noticed that new graduates who avoid AI tools are at the bottom of the ranking of desire and can fight to find a job.
If it is, it is a means of workforce who is underway and hesitate to accept AI tools the most threatened by the closest displacement, he argued Ramaswama. “Companies tend to accept the average management, so there is a lot of emphasis on getting more people act. How to get them as possible? Snowflake was historically a bit massive on the engineering side, so we will balance it. “
“Oh, elderly girls are fighting, right?” – Rep. Alexandria Ocasio-Cortez commenting What was the best day on Twitter for years.
“Maybe there is a world in which you have one artificial intelligence in the sky. Maybe you really have several agents specific to the domain who require many specific work to make it happen. I think that the evidence really headed for this menagerie of various models.” – OpenAI’s Greg Brockman speech Fr. World AI engineer fair.
“Give him a year. We will do billions of questions a week if we manage to maintain this growth rate.” – CEO of embarrassment Aravind Srinivas on stage at Bloomberg’s technology conference.
“We accidentally had positive cash flows in Q1, which was cold.” – CEO Suback Chris Best Speaking at the top of the economy of the creator of information.
- As part of wider leaven reshuffling, general director of Microsoft LinkedIn, Ryan RoslanskyNow he also runs an office portfolio of products.
- After a short period as an outstanding AI engineer in the finish line, Rohan Anil is leaving Join Anthropik. Richard FontaineCEO of the Center for A Recent American Security, there is also joining the board controlling the trust of Anthropic.
- The head of Tesla Optimus, Milan KovacHe leaves to spend “time with family” According to Elon Musk.
- Christian Szegedyco -founder of XAI, is leaving be the main scientist of the AI startup called Morph.
- Gary Briggs He will act as the temporary director of the OPENAI marketing Kate Rouch takes a medical leave.
- CEO Palo Alto Networks Niksh Araorawho was also the early director of Google, joins Uber council. Andrew Macdonald He is also promoted to the position of president and operational director of the company.
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